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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWSG
2726
Pacific Wealth Strategies Group
California
$386K – – –
BFF
2727
Byrne Financial Freedom
Massachusetts
$386K -$7.02K -132 -2%
AFA
2728
Alpha Financial Advisors
North Carolina
$385K -$691 -13 -0.2%
CJ
2729
Caitlin John
Michigan
$385K +$355K +6,670 +7,756%
BFPW
2730
BOK Financial Private Wealth
Colorado
$385K -$71.2K -1,339 -17%
WWA
2731
Wingate Wealth Advisors
Massachusetts
$385K -$53 -1 -0%
SF
2732
Seros Financial
Arizona
$384K +$359K +6,741 New
PFA
2733
Pinnacle Family Advisors
Missouri
$384K -$46.4K -873 -11%
NG
2734
Novem Group
New York
$384K -$31.2K -587 -8%
HAIM
2735
Hunter Associates Investment Management
Pennsylvania
$383K +$2.23K +42 +0.6%
WAG
2736
Wallace Advisory Group
California
$383K -$11.2K -211 -3%
CICC
2737
Capital Investment Counsel (Colorado)
Colorado
$382K – – –
MCM
2738
Morton Capital Management
California
$382K +$16K +300 +5%
CCM
2739
Condor Capital Management
New Jersey
$382K +$45K +846 +14%
RMP
2740
Richards, Merrill & Peterson
Washington
$382K -$129K -2,431 -27%
SHFA
2741
SC&H Financial Advisors
Maryland
$382K -$10.5K -198 -3%
ATWA
2742
Arbor Trust Wealth Advisors
Michigan
$380K -$33.2K -625 -9%
CWA
2743
Crusonia Wealth Advisors
Colorado
$380K +$111K +2,089 +46%
RFG
2744
REAP Financial Group
Texas
$379K +$1.7K +32 +0.5%
CCWM
2745
Correct Capital Wealth Management
Missouri
$378K -$5K -94 -1%
PWA
2746
Pitcairn Wealth Advisors
Pennsylvania
$378K +$149K +2,797 +73%
SCA
2747
Scott Capital Advisors
Oregon
$378K +$106 +2 +0%
NWM
2748
Northcape Wealth Management
New York
$377K – – –
BWA
2749
Blodgett Wealth Advisors
California
$377K +$213 +4 +0.1%
RMC
2750
Ring Mountain Capital
California
$377K -$4.47K -84 -1%
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